Columbia Bank seeks an experienced Senior Portfolio Manager to lead UHNW client acquisition and tailor bespoke portfolios for family offices. You will be the lead advisor and relationship manager, delivering proactive reviews and strategic rebalancing within fiduciary guidelines.
Grow the firm’s UHNW footprint by leveraging networks, partners, and cross-functional teams in a trusted advisory role while ensuring regulatory compliance and thoughtful wealth planning.
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This position is listed as full time and onsite.